If you have multiple bank accounts or credit cards, adding transactions one by one is very time consuming. It would be great if you could screen shot a list of transactions and then AI can add them to your transaction list for you to then categoriza
Your feedback was really helpful and made me rethink the right approach for people with multiple bank accounts. I've now added two solutions:
1. Scan Import (for all users)
There's now a new "Scan Import" feature on the Transactions page. Upload a screenshot of your bank statement and AI will extract the transactions automatically. This makes manual importing much faster, even for free users.
2. Pro Tier (3 bank connections)
I've also added a Pro tier that supports up to 3 bank connections instead of Plus's 1 connection limit. If you'd like to upgrade from Plus to Pro, you'll only pay the difference and it's prorated automatically.
Both options should help you manage multiple accounts more easily - whether you prefer the automated Scan Import or want the full convenience of connecting all 3 banks directly.
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Comments1
team@waypointbudget
Jan 3
Hi Leah,
Thank you for being a valued Plus customer!
Your feedback was really helpful and made me rethink the right approach for people with multiple bank accounts. I've now added two solutions:
1. Scan Import (for all users)
There's now a new "Scan Import" feature on the Transactions page. Upload a screenshot of your bank statement and AI will extract the transactions automatically. This makes manual importing much faster, even for free users.
2. Pro Tier (3 bank connections)
I've also added a Pro tier that supports up to 3 bank connections instead of Plus's 1 connection limit. If you'd like to upgrade from Plus to Pro, you'll only pay the difference and it's prorated automatically.
Both options should help you manage multiple accounts more easily - whether you prefer the automated Scan Import or want the full convenience of connecting all 3 banks directly.
Let me know if you have any questions!
Cheers!